Skip to main content

About your Search

20130113
20130121
Search Results 0 to 4 of about 5 (some duplicates have been removed)
, housing is better, you want to be invested in this economy for the next three to five years because that's where you're going to make money. you're not going to make money in fixed income. you're not going to make money focusing on only pure dividend stocks that are 5%, 6%. you're going to have to have companies that can grow the top lines, that have the ability to shepherd capital and really can take the consumer that is now in a better shape than the u.s. and now is getting better overseas to grow your company. >> okay. so you're talking mostly about multi national companies or -- >> multi nationals and secular growth companies. >> both? >> both, absolutely. but you want good companies with management that are just not going to sit there and do financial engineering and say, oh, we borrowed more money and because our cost of debt is lower than our dividend and we can do that. that party is over. that game is done. you really want the companies that i think if you want to beat the market and we think actually the market is going to have -- is going to grow, gives you a look at how much
that moved so aggressively overseas stopped being dragged down by our sluggish economy. they were left for dead in 2012 and are roaring back to life. i think they will gain steam as the wrangling in washington goes on for the rest of the year and beyond. fred in ohio, fred? >> caller: yes, jim. boo-yah. this is fred from ohio. >> we loved ohio when we went out there last year to see some other ohio team. we were in that town. >> caller: i've been watching you from day one. >> thank you. >> caller: i want to know what do you expect from pepsi on the first quarter earnings and china and the association with burger king and marketing. what do you think of the first quarter earnings? >> i think the ceo is going to deliver a really, really good quarter. i think that stock -- if it's an emphasis on emerging markets, it's going to do a great job. i would own peps co-going into the quarter. dino in california, dino? >> caller: jimmy. >> yo-yo. >> caller: happy new year. >> happy new year. >> caller: by the way, i hope you shorted the mayans. >> oh, yeah. absolutely. >> caller: real quick buddy
republicans to hold the economy hostage. he said we could be downgraded by the credit agencies. so what happens if the president holds that position, which there's no reason to believe he won't, and republicans hold theirs, the one you just laid out, what happens to the economy? what happens to the politics of it? >> the vast majority of economists would say that on the economic side, it could be catastrophic. we don't know. if you don't lift the debt limit, we don't know what happens with our creditors, we don't know what happens with the strength of the u.s. economy. we do know that bad things probably happen. we also assume that house republicans at the end of the day will blink on this. i just would not make that assumption. i would look back to that tax vote after christmas. three-quarters of the republican party did not go along with speaker boehner on the compromise on increasing taxes. these guys don't care what leadership has to say about this issue. they want to shrink government. they were elected to shrink government. and whether it's defaulted, whether it's shutting down th
, it's critically important and timely. >> the greatest challenge the american economy has is the american congress. >> you know, it is. it really is, if you look at what's happening out there. and i've been saying this. and you guys have been saying it, too. because you go out and you talk to americans and they're discouraged by what's going on. and you say, wait a second. guys, we're in a century right now with the most technologically advanced country with the greatest universities, the greatest schools, we're going to win. >> that's right. >> even the chinese say america has eight out of the top ten universities on the planet. as you said, we've got energy. and you know this better than anybody else. there have been surveys. you ask chinese students what their biggest complaint about their education is, and they go, that our teachers don't teach us how to think like americans. >> that's right. >> they're crazy, those americans, and we want to have some of that. and you talk about -- you talk about this energy revolution, and americans need to hear this. >> it's right th
Search Results 0 to 4 of about 5 (some duplicates have been removed)